Kestra Advisory Services’s Invesco Zacks Mid-Cap ETF CZA Stock Holding History

Kestra Advisory Services’s Portfolio CZA Stock Details CZA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$352K	Sell	3,199 -325	-9%	-$37K	﹤0.01%	2493
2025 Q4	$391K	Sell	3,524 -46	-1%	-$5.08K	﹤0.01%	2333
2025 Q3	$392K	Sell	3,570 -350	-9%	-$37.9K	﹤0.01%	2234
2025 Q2	$418K	Sell	3,920 -273	-7%	-$28K	﹤0.01%	2096
2025 Q1	$436K	Sell	4,193 -50	-1%	-$5.27K	﹤0.01%	1905
2024 Q4	$441K	Buy	4,243 +23	+0.5%	+$2.51K	﹤0.01%	1956
2024 Q3	$457K	Hold	4,220	–	–	﹤0.01%	1818
2024 Q2	$412K	Buy	4,220 +83	+2%	+$8.17K	﹤0.01%	1906
2024 Q1	$421K	Sell	4,137 -596	-13%	-$56.7K	﹤0.01%	1774
2023 Q4	$444K	Buy	4,733 +21	+0.4%	+$1.82K	﹤0.01%	1598
2023 Q3	$401K	Buy	4,712 +652	+16%	+$57.8K	﹤0.01%	1487
2023 Q2	$362K	Sell	4,060 -684	-14%	-$58.9K	﹤0.01%	1488
2023 Q1	$414K	Sell	4,744 -43	-0.9%	-$3.89K	﹤0.01%	1378
2022 Q4	$426K	Sell	4,787 -272	-5%	-$23.8K	﹤0.01%	1507
2022 Q3	$404K	Sell	5,059 -369	-7%	-$32.4K	﹤0.01%	1433
2022 Q2	$455K	Buy	5,428 +51	+0.9%	+$4.55K	﹤0.01%	1383
2022 Q1	$511K	Hold	5,377	–	–	0.01%	1285
2021 Q4	$517K	Sell	5,377 -142	-3%	-$13.3K	0.01%	1303
2021 Q3	$496K	Sell	5,519 -846	-13%	-$78K	0.01%	1389
2021 Q2	$572K	Sell	6,365 -275	-4%	-$24.6K	0.01%	1219
2021 Q1	$559K	Sell	6,640 -1,654	-20%	-$131K	0.01%	1136
2020 Q4	$628K	Buy	8,294 +8,158	+5,999%	+$593K	0.01%	1084
2020 Q3	$575K	Buy	+136	New	+$8.87K	0.01%	827

Other funds holding CZA

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $982M AUM 15.11% 1-Year Est. Return

PSF

Pacific Sun Financial Los Angeles, California $206M AUM 17.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Kestra Advisory Services's CZA Position: Q1 2026 in Review

Kestra Advisory Services reduced its Invesco Zacks Mid-Cap ETF (CZA) stake by 9.2% in Q1 2026, selling an estimated $37K and leaving 3,199 shares worth $352K. The position accounts for ﹤0.01% of the portfolio, ranked #2493.

Kestra Advisory Services first reported a position in CZA in Q3 2020 and has held it in 23 quarters since. The position peaked at $628K in Q4 2020. 63 funds tracked by Wall St. Rank hold CZA as of Q1 2026.

Kestra Advisory Services held 3,199 shares of Invesco Zacks Mid-Cap ETF worth $352K as of Q1 2026.
Kestra Advisory Services sold 325 Invesco Zacks Mid-Cap ETF shares in Q1 2026, an estimated $37K.
Invesco Zacks Mid-Cap ETF made up ﹤0.01% of Kestra Advisory Services's portfolio in Q1 2026, its #2493 holding.
Kestra Advisory Services first reported a position in Invesco Zacks Mid-Cap ETF in Q3 2020 and has held it in 23 quarters since.
Kestra Advisory Services's Invesco Zacks Mid-Cap ETF position peaked at $628K in Q4 2020.
63 funds tracked by Wall St. Rank held Invesco Zacks Mid-Cap ETF as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.